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Family Office News

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How Michael Novogratz Fell In Love With Cryptocurrencies

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Bitcoin is becoming "digital gold," says hedge fund maven Michael Novogratz.

Rockefeller Capital Hires Five Major Morgan Stanley Advisors

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The advisors, who will be based in Georgia and Florida, produced a total of $8.3 million in annual revenues.

The Future: The Virtual Family Office

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It brings together an elite group of specialists on an as-needed basis who work collaboratively.

A Tale Of Two Offices

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Here’s how to demystify family office choices for the ultra-wealthy client.

Family Office For Huntsman Dynasty Wagers On National Security

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The Huntsman family's family office seeks to provide them with opportunities to invest in direct deals.

Handing Over The Keys To The Family Business

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Families don’t have a good track record keeping businesses going for multiple generations. But good family governance could increase their odds.

Fidelity, Ethic Team Up On ESG SMAs

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Fidelity wants to expand ESG investing with its advisor clients.

The World's Wealthiest Families Are Stockpiling Cash As Recession Fears Grow

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Convinced of an impending recession, wealthy families are going to cash.

Eric Sanderson Joins U.S. Bank To Lead Ascent Family Office

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Sanderson will be based in Ascent’s Denver office and will work with families on preserving, protecting and increasing assets.

Selling To The Family Business Owner: An Immense Opportunity

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A family-owned business will supply you with loyal business for many years if you understand their real needs.

Wealth Declines Among The Global Rich After Seven Years Of Growth

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The Asia-Pacific region shrank the most, but the Middle East saw increases in wealth and the wealthy population.

Woman Named To Lead BMO's Family Office Looks To 'Define The Brand'

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Industry veteran Shannon Kennedy will oversee a team of 200 professionals.

What The Wealthy Want To Know About Managing Their Money And Legacies

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This intriguing compilation by advisors, authors, lawyers and others provides valuable insights into HNW clients’ needs.

IFP Appoints Richard Austin To Head New Family Office

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Integrated Financial Partners has expanded its services to include a family office.

N.Y. Considers Taxing Non-Resident Owners Of Luxury Apartments

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Under pressure to fix its transit system, New York considers a tax on non-resident luxury apartment owners.

Sanctuary Wealth Hires Michael Ragins As IAR

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Sanctuary Wealth Partners, based in Indianapolis, has hired Michael Ragins as an investment advisor representative.

Bender Lane Advisory, Hugh Johnson Advisors Combine To Form $1.8B Firm

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BLA is a national multi-family office, and HJA is an asset management firm

Chicago's Mather Group Buys $1 Billion Family Office

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It's one of two acquisitions that has led to Mather launching a multifamily office unit with $5 billion in AUA.

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